 Sarah Matthews Head of Client Experience, Virtual Business Partners
SARAH MATTHEWS | WEDNESDAY, 22 FEB 2023 The final recommendations of the Quality of Advice Review will be a positive for the future of paraplanning, especially when it comes to lowering the compliance burden and reducing the cost of advice for Australians who really need it. Read more PAGE: 1 |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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